Creating a custom order

The customer order feature allows you to manage your order requirements. You can create your own orders by following the same process for any user. Find out:

Step 1 – Select the “My Store” tab in the menu on the left-hand side of the screen:

 

 

Step 2 – Select “Custom Order” next to your store name:

 


The following screen will appear:

 

Step 3 – Enter the customers’ details within the fields provided.

 

 

Step 4 – Click “Add New Product”

 

 

Step 5 – Enter the product name, SKU, product price, quantity and choose the VAT option.

 

Click the update icon

 

All the fields must be completed before an order can be saved.
If a SKU is not available this field can be used for a reference number. The SKU will be displayed within your
usual eCommerce platform.
When a custom order product name is added to the Retailer Portal, the entered SK will be remembered. So, when
you come to add the same product in future the SKU will be auto populated.
Multiple products can be added to a custom order by pressing the “Add New Product” button.

Pressing this button saves the details for the first product and adds another line for you to enter the next products’ details.

You can edit the saved products by selecting the pencil icon.

 

Step 6 – Updating subtotal, tax, discount and grand total.

 

This information can be updated by selecting the “Refresh” button.

 

You may wish to enter a discount. This can easily be done by entering a percentage amount within the “Discount”
field and then select “Refresh” button.

The percentage will be converted into £GBP and the tax and grand total amounts will be automatically calculated
and updated.

 

Step 7 – Once you’re happy and the details of the order are correct, hit
“Save.”

 

Step 8 – The following pop-up will appear, where you must enter the customer’s
postcode:

 


The customer’s postcode must be the billing address of the payment card they wish to use.
This will also be used as the customers shipping address.

 

Step 9 – Once the postcode has been entered, select “View Options.”
This will display the shipping options for your store. Shipping options are pulled straight from your “Store Settings”
within the Retailer portal.

 

Step 10 – Choose the appropriate shipping method and click “View Order.”

 


Once the checkout button has been selected, the custom order will be displayed as shown below:

 

Step 11 – Once you have reviewed the details and are happy that all the details of the customer, order, shipping and any discounts are correct, click the “Order Link”

The will send the order you’ve created to the customers’ email that was inputted for the order.Alternatively, you can choose to edit the order by clicking the “Edit Basket” button.Once you’ve chosen to send the “Order Link” you’ll be redirected to a list of orders created within your
Retailer Portal:

 

 

Step 12 – The customer will receive the following email:

 


To complete their order, the customer will need to click ‘Complete my Order’ and they’ll then be redirected
to the DivideBuy checkout where they can complete our credit application.

Payment on Delivery Guidance
The aim of this guide is to help you and your team add delivery documentation to your DivideBuy portal
through a simple step-by-step instruction.
Adding delivery documents to your DivideBuy portal is quick and easy. Adding your delivery documents is very
important part of us working together as this will ensure that you are paid. Always add your delivery
documents as soon as you are able.
    • Download an Instore Collection Form here

 

  • Download a Satisfaction Note here

 

Prerequisite Guidelines

    • The order must be in a Processing status

 

  • The file must only be one of the following formats: JPEG, PNG, PDF, doc,docx

 

Step by Step guide

Step 1 – Log into your Retailer Portal

 

Step 2 –  Select Orders – this will display all the orders within the portal
sales grid

 

Step 3 – Select Processing from the filter tab

 

 

Step 4 – Select the order which requires the Proof of Delivery

 

 

Step 5 – Select Browse and upload a file to the order

 

 

Step 6 – Select Open – the title of the file will be added to the Proof of
Delivery text box (Remember to one of the following formats: JPEG, PNG, PDF, doc, docx)

 

 

Step 7 – Select Submit – your file will be uploaded and the Order Status
will change to Fulfilled

 

 

Step 1 –  Click the “My Store” tab on the left of your screen and select your store.

 

Step 2 – All Orders are shown in this screen.

Retailer Super Admin Users will be able to see all orders, whereas User Executives will only be shown orders that they have created:

 

 

Step 3 –  Select “View Order” next to order you wish to view:
arrow pointing to “view order” in above screenshot list of orders

 

Step 4 – Once selected, the order details will appear as shown below:

 

 

Within the ‘List of Orders’ there are a number of statuses that may be displayed when viewing this list.

 

The meaning of these status’s

 

    • Saved Order – A custom order has been created and added to the custom order list. The user still needs to add the customer postcode and select the relevant shipping option.

 

    • Pending – All details associated with the order have been completed. The email link has been sent to the customer – customers will now need to complete their order.

 

    • Processing – The customer has completed their order via the DivideBuy checkout and has completed their credit application. The customer has been approved and has made any necessary payments. You are now able to process this order.

 

    • Fulfilled – The order has been processed and shipped. The shipping tracking number has been added to the order in your eCommerce platform.

 

  • Cancelled – The order has been cancelled manually or by the system due to customer inactivity.

 

Increase credit conversions by offering your customers the choice to check their eligibility for credit before they buy. When a soft search and hard search is completed, we see orders increase by 64%. Our Eligibility Checker tool won’t leave a footprint on your customers’ credit file.

 

Step 1 –  To begin the Eligibility Check, click the icon:

 

 

Step 2 –  Enter the customer’s email address and order amount.

You must read the Terms and Conditions paragraph in full to the customer and ensure that they have agreed to the Terms and Conditions before you tick the box.

 

Step 3 – After ticking the Terms and Conditions box, click “Continue.”

 

Step 4 – Enter the customers’ details, click “Continue and Check Now”

 

 

Step 5 – The decision window informs the customer if they are eligible for the amount they want to borrow. If they are, let them know they simply need to choose DivideBuy at checkout.

 

For custom order retailers, raising orders within the merchant portal only, please
email refunds@dividebuy.co.uk with the following information

 

Customer name:

Order number:

Order total:

Refund amount: (should be the same as the order total if this is a full refund)

 

Need help?

If you’ve got questions about selling retail finance to your customers, our expert team is here to help!

 

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